Replaces · Your admissions CRM
Your admissions CRM doesn't know what a chart is.
It captures the enquiry well. Then someone types everything it captured into the EHR a second time, and the two records begin drifting apart from that moment.
Keep the funnel, lose the boundary. The intake form becomes the chart.
The real invoice
What it costs, including the parts that never appear on one.
The subscription is the visible line. Everything marked hidden below is paid in staff hours or in revenue that quietly never arrives.
Illustrative. Subscription ranges are typical rather than quoted, and the hour estimates come from the programs we built this with. Your numbers will differ — the point is which lines are on the invoice and which are not.
Where it breaks
Four seams, all of them at the same boundary.
The same person exists as a lead and as a patient, with two owners and no agreement about which is current.
Carrier and member ID entered in the CRM, then re-entered in the chart, with no validation between them.
Benefits cannot be checked until the record has crossed into the EHR, which is usually after the call.
Referral source rarely survives the handoff, so admissions reporting is anecdote.
Pipeline visibility, follow-up sequences and lead ownership are genuinely useful, and a general-purpose CRM does them better than most EHRs. The problem is not the tool. It is that a behavioral health enquiry ends as a patient record, and the CRM has no way to become one.
Switching
What moving actually involves.
No implementation fee on Solo or Group Practice. Larger migrations with historical data are quoted separately.
Standard CSV export from any CRM, with your field names intact.
Step 1Contact, insurance, referral source and level of care sought map to the intake form.
Step 2Swap the form on your website. New enquiries land in the queue immediately.
Step 3Keep the old pipeline visible until your team trusts the new queue.
Step 4Operations
Admissions & intake
An embeddable pre-screening form on your site feeds a lead queue.
Read more →Revenue cycle
Eligibility & benefits
Real-time eligibility on the chart, with behavioral health benefits broken out — deductible, copay, coinsurance, and whether the level of care you're admitting to is covered at all.
Read more →Operations
Scheduling & groups
Individual sessions, recurring groups, and full IOP tracks on one calendar — with authorization status, clinician credentials, and telehealth links attached to the appointment itself.
Read more →The cost is the boundary, not the licence
A CRM subscription is a few hundred dollars. The re-entry, the transposed member IDs and the lost attribution cost considerably more, and none of them appear on an invoice.
Bring your current stack to a walkthrough and we will go through it line by line, including the ones we cannot replace.
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